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Ladenburg Thalmann Financial Services’s MDU Resources MDU Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$713K Sell
62,733
-5,202
-8% -$56.8K ﹤0.01% 1535
2019
Q3 		$728K Sell
67,935
-2,680
-4% -$27.4K 0.01% 1467
2019
Q2 		$690K Buy
70,615
+7,145
+11% +$69.6K 0.01% 1497
2019
Q1 		$623K Sell
63,470
-5,173
-8% -$50.2K ﹤0.01% 1521
2018
Q4 		$623K Buy
68,643
+5,697
+9% +$55.6K 0.01% 1371
2018
Q3 		$614K Sell
62,946
-24,669
-28% -$264K 0.01% 1454
2018
Q2 		$938K Hold
87,615
– – 0.01% 1106
2018
Q1 		$938K Buy
87,615
+4,666
+6% +$47.4K 0.01% 1106
2017
Q4 		$849K Sell
82,949
-10,202
-11% -$105K 0.01% 1175
2017
Q3 		$920K Sell
93,151
-6,327
-6% -$63.1K 0.01% 1047
2017
Q2 		$991K Sell
99,478
-3,261
-3% -$33.4K 0.01% 946
2017
Q1 		$1.07M Buy
102,739
+5,738
+6% +$60K 0.01% 852
2016
Q4 		$1.06M Buy
97,001
+5,336
+6% +$55.2K 0.01% 817
2016
Q3 		$886K Buy
91,665
+2,791
+3% +$25.5K 0.01% 861
2016
Q2 		$812K Buy
88,874
+8,060
+10% +$65.7K 0.01% 853
2016
Q1 		$598K Buy
80,814
+3,685
+5% +$24.8K 0.01% 940
2015
Q4 		$537K Buy
77,129
+2,372
+3% +$16.4K 0.01% 986
2015
Q3 		$489K Buy
74,757
+6,259
+9% +$42.6K 0.01% 967
2015
Q2 		$509K Buy
68,498
+13,389
+24% +$108K 0.01% 1046
2015
Q1 		$447K Buy
55,109
+1,244
+2% +$10.6K 0.01% 1091
2014
Q4 		$481K Buy
53,865
+33,760
+168% +$326K 0.01% 948
2014
Q3 		$213K Sell
20,105
-408
-2% -$4.86K 0.01% 1187
2014
Q2 		$274K Sell
20,513
-1,118
-5% -$14.6K 0.01% 1033
2014
Q1 		$282K Sell
21,631
-1,123
-5% -$13.9K 0.01% 967
2013
Q4 		$264K Sell
22,754
-1,599
-7% -$18K 0.01% 943
2013
Q3 		$259K Buy
24,353
+126
+0.5% +$1.33K 0.01% 902
2013
Q2 		$239K Buy
+24,227
New +$233K 0.01% 903

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MDU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its MDU Resources (MDU) stake by 7.7% in Q4 2019, selling an estimated $56.8K and leaving 62,733 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Ladenburg Thalmann Financial Services first reported a position in MDU in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.07M in Q1 2017. 381 funds tracked by Wall St. Rank hold MDU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 62,733 shares of MDU Resources worth $713K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 5,202 MDU Resources shares in Q4 2019, an estimated $56.8K.
  • MDU Resources made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1535 holding.
  • Ladenburg Thalmann Financial Services first reported a position in MDU Resources in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's MDU Resources position peaked at $1.07M in Q1 2017.
  • 381 funds tracked by Wall St. Rank held MDU Resources as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.